Brent Blitstein is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has prior work experience spanning both financial services and the entertainment sector, including roles at Charles Schwab Bank, Insulation Labs, and various sports and entertainment organizations. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Michelle Ped is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jie Chung is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and three years of industry experience. His previous positions include roles at Comerica, JPMorgan Chase Bank, and J.P. Morgan Securities, as well as nearly a decade at FINRA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party databases.

Andrew Coulter is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2017, following eight years at Oppenheimer and five years at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Nguyen is a Series 66-licensed financial advisor with J.P. Morgan Securities in Long Beach, CA, and has three years of industry experience. His work history includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance Company, and U.S. Bank, as well as a period employed at Disneyland Resort. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Celia Martinez is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including First Allied Securities, Summit Brokerage Services, and Girard Securities. Martinez also serves as a FINRA arbitrator. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through various program structures and custodial relationships.

William Aulwes is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for The Capital Group Companies for 14 years. He is based in Long Beach, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Christina Nazareno is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She has previously worked at Northwestern Mutual and First-Citizens Bank & Trust Company. Outside of her advisory role, she serves as Social Media Director and volunteer at ArtsUpLA, a nonprofit providing theater arts therapy to underserved communities. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research to support its recommendations, which may include ESG considerations, and maintains broader derivatives and commodities capabilities relative to many institutional advisory programs.

Roger Park is a financial advisor with Ameriprise in Long Beach, CA, holding a Series 63 designation and possessing 29 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Traci Honda Laflower is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2011. She has 18 years of experience in the industry. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Cecilia Garcia is an Investment Consultant at Fidelity Investments, a role she has held since 2026. In this position, she collaborates with clients to develop tailored financial strategies that align with their individual goals, helping them navigate the complexities of financial planning. Her experience at Fidelity Investments includes roles as a Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, she worked as a Gift Specialist at the University of Southern California from 2019 to 2022. Cecilia holds a California Insurance License. Outside of her professional work, Cecilia enjoys camping, concerts, hiking, running, and traveling.

Jon Neuhaus is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including the Morgan Stanley Private Bank since 2015. Prior to that, he was with Citigroup Global Markets and Merrill. Outside of his advisory role, he is the sole proprietor of Legend LLC, which is focused on private investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

E. Martin Von Kanel is a CFP® with 41 years of experience in the financial industry, currently affiliated with LPL Financial since 2018. He has previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc, and held an earlier tenure at LPL Financial from 1997 to 2009. Outside his advisory role, he is involved with DDS Environmental Inc, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with advanced operational and research tools.

Walker Shiflet is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured processes and a variety of investment and financial products.

Sam Elgoual is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop customized financial plans tailored to their individual goals, leveraging Fidelity's resources to meet their specific needs. Sam has extensive experience in financial services, having held various positions at Fidelity Investments since 2019, including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Wells Fargo as a Licensed Banker and Customer Service & Sales Representative. He holds a California Insurance License. Outside of work, Sam enjoys baseball, beach activities, golf, outdoor adventures, and spending time with his family.

Brandon Bernstein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He previously worked at Merrill for eight years before joining Wells Fargo in 2016. Bernstein serves as treasurer for the Beacon House Association of San Pedro, a nonprofit organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Justin Greenwood is a financial advisor at Ameriprise in Long Beach, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2023, he worked in various educational roles including positions at Long Beach City College, Long Beach Polytechnic High School, and Hughes Middle School. He also has experience working at Starbucks from 2021 to 2023. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1,000,000 in net investable assets. The firm provides comprehensive written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client planning.

Nadia Antii is a financial advisor with Wells Fargo Advisors in Redondo Beach, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Wells Fargo Advisors since 2016. Antii serves as a board member of the South Bay Estate Planning Council. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with various financial products and referral channels.

Shahriar Soroush is a Wealth Management Advisor with Merrill Lynch Wealth Management. He assists successful business owners and families who are nearing or in retirement to simplify their financial lives through strategies designed to preserve, grow, and transfer wealth. His approach focuses on helping clients maintain clarity and confidence in their financial planning. His client services encompass succession and exit planning, liquidity events, and strategies to diversify and reduce concentration risk for business owners. For retirees and pre-retirees, he designs personalized plans that balance growth and risk, generate sustainable cash flow, and prepare for life's uncertainties. Shahriar collaborates with Bank of America Trust Specialists and other professional advisors to establish tax-efficient wealth transfer strategies, family governance, legacy plans, and philanthropic solutions aligned with clients' values. Shahriar holds a Bachelor's Degree from the University of Phoenix and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He speaks English, Farsi, and Persian. Outside of work, his interests include biking, boating, horseback riding, running, skiing, spending time with family, swimming, and traveling.

Warren Schulten is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. His career includes 12 years at Citigroup Global Markets and roles at Wells Fargo Clearing before joining Wells Fargo Advisors in 2019. Outside of his advisory work, he has a 50% ownership interest in an asset holding company related to boat ownership. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include specialized areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo’s research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding how to proceed with implementation.